Default SharePoint Lookup supports only lookup within the same site; hence lookup data from another site cannot be used. COVRI Cross-Site Lookup allows users to refer to a list from any site in site collection.

“Use filter by list view” option in column settings allows user to select some specific items (filtered by desired criteria).

For Large lists search using standard SharePoint lookup is not very efficient and COVRI Cross-Site Lookup with Picker Dialog helps to resolve this issue. One can search/filter data in picker dialog and find the required item efficiently.

 

 

Using COVRI Cross-Site Look Up

1. There is an Orders List with columns Name, Date of Order and Customer Location column which is a COVRI Cross-site Lookup column to City column is Cities List.

Figure 1.0

2. Check the corresponding boxes to configure the column for allowing multiple values, picker dialog and use filter by list view options. Select CCity columns from the Available list columns section and click on Add button (Figure 2.0).CCity column is added in the Show in picker dialog box (Figure 2.1)


Figure 2.0


Figure 2.1

3. In order to allow items addition to the source list using separate list New Item form, Click on corresponding radio button (Fig. 3.0) and click OK to create the column


Figure 3.0

4. In the Orders list create Add a new item (Figure 1.0) and new dialog opens as show in Figure 4.0


Figure 4.0

5. In order to allow items addition to the current page on the fly , uncheck the Use filter by list view option and Click on corresponding radio button (Figure 5.0) and click OK to create the column


Figure 5.0

6. To add item on the in the Orders list create Add a new item (Figure 1.0) and new dialog opens as show in Figure 6.0. Enter item name (Washington in our case) and click on Add new item button, the new item is added in the customer location list ( Figure 6.1)


Figure 6.0


Figure 6.1

7. To retrieve item using picker dialog, click on the picker dialog icon as shown in Figure 7.0. A new Dialog box open (Figure 7.1) with the field(s) set for picker dialog. Enter a search key word for item and search. The search results retrieve items matching the keyword. Select the item and click on Add button. Finally click ok to add item to the list.


Figure 7.0


Figure 7.1

System Requirements
For SharePoint 2010:

Operating System:	Microsoft Windows Server 2008 x64 Microsoft Windows Server 2008 R2
Server:	SharePoint Release: - Microsoft SharePoint Foundation 2010 or Microsoft SharePoint Server 2010 - Microsoft .NET Framework 3.5
Browser:	Microsoft Internet Explorer 7 or greater is recommended for Advanced Administration features Mozilla Firefox supported Chrome supported